Institutional Ownership Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV). We have compiled data on the 502 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
13,576
shares
|
$975,299
0.25% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,398
shares
|
$962,512
0.02% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
13,336
shares
|
$958,058
0.36% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,063
shares
|
$938,445
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
12,600
shares
|
$905,184
0.14% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
12,561
shares
|
$902,382
0.0% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,511
shares
|
$898,790
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,442
shares
|
$893,833
0.02% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,182
shares
|
$875,154
0.07% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
12,129
shares
|
$871,347
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
12,127
shares
|
$871,203
0.08% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,029
shares
|
$864,163
0.02% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
11,847
shares
|
$851,088
0.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,705
shares
|
$840,887
0.0% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
11,685
shares
|
$839,450
0.4% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,634
shares
|
$835,786
0.06% of portfolio
|
Q4 2024
Added 35.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
11,541
shares
|
$829,105
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,491
shares
|
$825,513
0.0% of portfolio
|
Q3 2024
Added 49.23%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,394
shares
|
$818,544
0.17% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,213
shares
|
$805,541
0.24% of portfolio
|
Q4 2024
Reduced 21.02%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
11,054
shares
|
$794,119
0.06% of portfolio
|
Q4 2024
Reduced 28.47%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
11,031
shares
|
$792,467
0.01% of portfolio
|
Q3 2024
Added 68.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,969
shares
|
$788,012
0.01% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
10,958
shares
|
$787,222
0.07% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
10,878
shares
|
$781,475
0.3% of portfolio
|
Q3 2024
Added 0.73%
|